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VP, Retirement Plan Services


CO - Greenwood Village

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General Description: 

The primary directive for the VP Retirement Plan Services is to convert existing USI benefit and P&C clients’ DC plans to a USICG service platform. This individual will also consult with clients on issues such as plan design, provider capabilities, fees, compliance and product developments, in addition to being responsible for overall relationship management with a special focus on client satisfaction and retention.



  • Lead new business expansion by identification of profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners and execute marketing campaigns.
  • Administer multiple facets of the sales process, including phone calls, coordination of meetings, creation of presentations and support materials, follow-up tasks, etc.
  • Acquire provider proposals by gathering plan data and other required information.
  • Perform analytical review of proposals, including pricing and product service capabilities, as well as collaborate with department head in determining final presentations.
  • Coordinate delivery of periodic plan reviews.
  • Work with product providers to implement any necessary plan or service modifications.
  • Manage and retain assigned book of business.
  • Measure service quality and ensure that client deliverables are met on an ongoing basis.
  • Complete other duties or tasks as may be necessary.

Knowledge, Skills and Abilities:

  • Thorough knowledge of 401(k) Defined Contribution Plans
  • Excellent communication and interpersonal skills
  • Series 6, 63, and 65 licenses or willingness to obtain within a specified timeframe
  • Minimum 2+ years’ experience in a sales capacity
  • Bachelor’s Degree
  • Proficiency in MS Office  Software
  • Attention to detail and organization


USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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